Once you've created your Processes, you can now invite someone to complete the required steps, you'll create an application when you invite this person.
You have plenty of options when it comes to initiating a process
Manually inviting a contact to start the process
Inviting secondary stakeholders to join an already started process
Bulk inviting people to start your process
Sharing a public link for anyone to get started
Embedding a registration page to your website
Triggering an invitation to start the process using the API
Option 1. Inviting someone you know to start the process
When to use? When you know the recipient (eg. a client, a lead you just had a meeting with etc)
Click on 'New application' at the top of your account
Pick the Process you want to run
Add the recipient's details
Follow the steps (step 2 is optional) and confirm
✅ You're done!
Your recipient receives an invitation via email (which you've set up in the Process - More info here)
Option 2. Inviting a list of contacts to join a process
When to use? When you have a database of contact details you want to onboard in bulk
Click on 'New application' at the top of your account
Pick the Process you want to run
Click on the multi-recipients icon
and follow these steps
✅ You're done!
Option 3. Inviting secondary stakeholders to join an already started process (application)
When to use? When you not only have a primary stakeholder but additional people who must join the process
Go to your live application
Click on Stakeholders on the sidebar menu
Add the recipient's details
Add a quick note if needed and confirm
✅ You're done!
Option 4. Publishing a public access link where end-users can start the process on themselves
When to use? When you want website visitors to start the process seamlessly
Go to the Resources>Client Portals to create a new portal access link
✅ You're done!
Option 5. Embedding the portal into your web pages
When to use? When you want website visitors to start the process from your pages
If you use an HTML website, follow these steps
If you use a WordPress website, follow these steps
✅ You're done!
Option 6. Triggering an invitation to start a process from another app
When to use? When you want to have someone start your process when something happens in one of your other apps or on your website
You can do this Zapier
You can do this as well using our API